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Original filing (PDF)20251015170047NAL0010755602002
MAYER, LLP
Form 5500
FILING_RECEIVED
MAYER, LLP 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~76 bps in Sched C fees
Active participants
255
Accounts w/ balance
332
Plan assets (EOY)
$19.4M
Net assets (EOY)
$19.4M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 76 bps in Schedule C fees — 162% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAYER, LLP.
Plan sponsor
Name
MAYER, LLP
EIN
83-2396704
Address
750 N. SAINT PAUL ST. · STE 700 · DALLAS, TX · 75201
Phone
(214) 379-6901
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SAVILLE CPAS & ADVISORS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $49K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | — | TAMPAA, FL | INVESTMENT ADVISOR | $68K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $31K | — |
Investments
20 direct securities· $19.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity | — | — | — | $4.5M | 23.4% | |
| Empower Annuity Insurance Company of America | — | — | — | $2.7M | 13.7% | |
| T. Rowe Price | — | — | — | $1.7M | 8.6% | |
| Fidelity | — | — | — | $1.6M | 8.3% | |
| Fidelity | — | — | — | $1.4M | 7.0% | |
| Fidelity | — | — | — | $1.3M | 6.7% | |
| PGIM | — | — | — | $1.1M | 5.5% | |
| Fidelity | — | — | — | $1.0M | 5.2% | |
| Fidelity | — | — | — | $747K | 3.8% | |
| Fidelity | — | — | — | $713K | 3.7% | |
| Fidelity | — | — | — | $605K | 3.1% | |
| Fidelity | — | — | — | $537K | 2.8% | |
| Fidelity | — | — | — | $344K | 1.8% | |
| T. Rowe Price | — | — | — | $276K | 1.4% | |
| Participant loans** | — | — | — | $171K | 0.9% | |
| Fidelity | — | — | — | $151K | 0.8% | |
| AB | — | — | — | $147K | 0.8% | |
| Fidelity | — | — | — | $80K | 0.4% | |
| Fidelity | — | — | — | $56K | 0.3% | |
| Fidelity | — | — | — | $15K | <0.1% |
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